EVERGREEN CHARITABLE TRUST: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- EVERGREEN CHARITABLE TRUST (EIN 93-1247149)
- Tax period
- 2018-05-01 to 2019-04-30
- Filed
- 2019-07-15
- IRS object ID
- 201931969349100803
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Notes Loans Rcvbl Short Sch2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-07-15T10:51:41-05:00 | ReturnTs |
| Tax Period End | 2019-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 931249444 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANSON VAUGHAN LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1564 COMMERCIAL ST SE | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 973024310 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 931247149 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EVERGREEN CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EVER | BusinessNameControlTxt |
| Phone | 5033653950 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 973080007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD PINE | PersonNm |
| Person Title | MANAGING TRUSTEE | PersonTitleTxt |
| Phone | 5033653950 | PhoneNum |
| Signature | 2019-07-02 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN A VAUGHAN | PreparerPersonNm |
| PTIN | P00163794 | PTIN |
| Phone | 5033618680 | PhoneNum |
| Preparation | 2019-07-02 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.93.190.254 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-07-15 | IPDt |
| IP Tm | 10:51:41 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | D904D3F431871E3774C5C76C04639BF6912391CE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4C430203AD7B0BCB1B95B552004278A0D07B6EDA | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $985,893 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $28,747 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $8,633 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $8,633 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,711 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,711 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,326 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $37,986 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,326 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $46,417 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $17,670 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,470 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,470 | AccountingFeesNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $904 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $904 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $136 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $136 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $10,405 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,405 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $13,915 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $13,915 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $66,280 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $66,280 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $80,195 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $13,915 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $66,280 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$33,778 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,755 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $88,776 | CashBOYAmt |
| Cash EOY | $66,812 | CashEOYAmt |
| Cash EOYFMV | $66,816 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $314,707 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $217,002 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $217,712 | SavAndTempCashInvstEOYFMVAmt |
| Other Nts And Loans Rcvbl | $5,000 | OtherNtsAndLoansRcvblAmt |
| Other Nts And Loans Rcvbl BOY | $5,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $5,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $5,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Other Investments BOY | $467,999 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $558,915 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $696,365 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $876,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $847,729 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $985,893 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $254,400 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $301,468 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $254,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $301,468 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Temporarily Restricted BOY | $237,885 | TemporarilyRestrictedBOYAmt |
| Temporarily Restricted EOY | $204,107 | TemporarilyRestrictedEOYAmt |
| Permanently Restricted BOY | $384,197 | PermanentlyRestrictedBOYAmt |
| Permanently Restricted EOY | $342,154 | PermanentlyRestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $622,082 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $546,261 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $876,482 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $847,729 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $622,082 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$33,778 | ExcessRevenueOverExpensesAmt |
| Subtotal | $588,304 | SubtotalAmt |
| Other Decreases | $42,043 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $546,261 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS 2.5% CD | P | 2016-05-13 | 2018-11-30 | $20,000 | $20,528 | -$528 | -$528 |
| GOLDMAN SACHS 1.45% CD | P | 2016-05-13 | 2019-02-04 | $5,000 | $5,015 | -$15 | -$15 |
| GOLDMAN SACHS 2.2% CD | P | 2016-05-11 | 2019-02-08 | $5,000 | $5,117 | -$117 | -$117 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,326 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $102,735 | AdjustedQlfyDistriYr1Amt |
| Adjusted Qlfy Distri Yr2 | $121,531 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,027,445 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.118285 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $11,553 | AdjustedQlfyDistriYr3Amt |
| Adjusted Qlfy Distri Yr4 | $614,172 | AdjustedQlfyDistriYr4Amt |
| Total Distribution | 0.118285 | TotalDistributionRt |
| Average Distribution | 0.118285 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $38 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $38 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $66,280 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $38 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $38 | SubtotalAmt |
| Tax Based On Investment Income | $38 | TaxBasedOnInvestmentIncomeAmt |
| Tax Due | $38 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | OR | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (true) | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD PINE | IndividualWithBooksNm |
| Phone | 5033653950 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7 | AddressLine1Txt |
| City | SALEM | CityNm |
| State Abbreviation | OR | StateAbbreviationCd |
| ZIP | 973080007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| RICHARD PINE | ||||||||
| PO BOX 7 | SALEM | OR | 973080007 | MANAGING TRU | 1.00 | $0 | $0 | $0 |
| DEBRA PINE | ||||||||
| PO BOX 7 | SALEM | OR | 973080007 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| KYLIE PINE | ||||||||
| PO BOX 7 | SALEM | OR | 973080007 | TRUSTEE | 000.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | HELPED INDIVIDUALS AND CORPORATIONS BUILD CHARITABLE ENDOWMENTS AND THEREBY FUND GRANTS TO PUBLIC SERVICE GROUPS AND SIMILAR ORGANIZATIONS. | Description1Txt |
| Expenses1 | $66,280 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $0 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $0 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $0 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $0 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $0 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $0 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $0 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $66,280 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $66,280 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $38 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $66,242 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualifying Distributions | $66,280 | QualifyingDistributionsAmt |
| Remaining Distri From Corpus | $66,280 | RemainingDistriFromCorpusAmt |
| Total Corpus | $66,280 | TotalCorpusAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $66,280 | CurrentYearAmt |
| Year1 | $102,759 | Year1Amt |
| Year2 | $121,688 | Year2Amt |
| Year3 | $11,553 | Year3Amt |
| Total | $302,280 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $66,280 | CurrentYearAmt |
| Year1 | $102,759 | Year1Amt |
| Year2 | $121,688 | Year2Amt |
| Year3 | $11,553 | Year3Amt |
| Total | $302,280 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Year2 | $34,248 | Year2Amt |
| Total | $34,248 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| BOYS & GIRLS CLUB OF CORVALLIS | ||||||
| 1112 NW CIRCLE BLVD | CORVALLIS | OR | 97330 | PUBLIC SERVICE GROUP | $258 | |
| BSA PACIFIC HARBORS COUNCIL | ||||||
| 4802 S 19TH ST | TACOMA | WA | 98405 | PUBLIC SERVICE GROUP | $49 | |
| CENTER OF HOPE & SAFETY | ||||||
| 605 CENTER ST NE | SALEM | OR | 97301 | PUBLIC SERVICE GROUP | $440 | |
| GIRL SCOUTS OF WESTERN WASHINGTON | ||||||
| N 39480 HWY 101 | LILLIWAUP | WA | 98555 | PUBLIC SERVICE GROUP | $49 | |
| FRIENDS OF THE SALEM SENIOR CENTER | ||||||
| 2615 PORTLAND RD NE | SALEM | OR | 97301 | PUBLIC SERVICE GROUP | $51,040 | |
| OREGON COMMUNITY FOUNDATION | ||||||
| 1221 SW YAMHILL 100 | PORTLAND | OR | 97205 | PUBLIC SERVICE GROUP | $13,654 | |
| TEEN PACT LEADERSHIP SCHOOLS | ||||||
| FAMILY RESOURCE NETWORK | RICHMOND | VA | 23236 | PUBLIC SERVICE GROUP | $19 | 610 MOOREFIELD PK DR 700 |
| WILLAMETTE HERITAGE CENTER | ||||||
| 1313 MILL ST SE | SALEM | OR | 97301 | PUBLIC SERVICE GROUP | $696 | |
| FAMILY BUILDING BLOCKS | ||||||
| 2425 LANCASTER DR NE | SALEM | OR | 97305 | PUBLIC SERVICE GROUP | $25 | |
| SALEM POLICE FOUNDATION | ||||||
| PO BOX 2631 | SALEM | OR | 97308 | PUBLIC SERVICE GROUP | $50 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $66,280 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $8,633 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,711 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,326 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $17,670 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $17,670 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| O'NEILL PINE COMPANY | ||||||
| 1 | PO BOX 7 | SALEM | OR | 973080007 | $16,714 | Yes (X) |
| RICHARD PINE | ||||||
| 2 | 1630 SUMMER ST SE | SALEM | OR | 97302 | $9,447 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | CategoryTxt |
| Amt | $2,470 | Amt |
| Net Investment Income | $2,470 | NetInvestmentIncomeAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| GOLDMAN SACHS GLOBAL INCOME A | AT COST | $5,600 | $5,742 |
| LORD ABBETT ULTRA SHORT BOND A | AT COST | $10,045 | $10,071 |
| METROPOLITAN WEST LOW | AT COST | $9,334 | $9,448 |
| NEUBERGER BERMAN STRAT INCOME INV CL | AT COST | $5,691 | $5,693 |
| AMERICAN CENTURY EQUITY INCOME INV C | AT COST | $25,868 | $27,749 |
| FIRST EAGLE GLOBAL FUND CL A | AT COST | $13,131 | $13,549 |
| GLENMEDE LARGE CAP GWTH ADV | AT COST | $19,651 | $18,873 |
| JANUS ENTERPRISES FD CL T | AT COST | $17,521 | $21,873 |
| OAKMARK EQUITY & INCOME FD INV | AT COST | $13,354 | $14,510 |
| PARNASSUS CORE EQTY FD INV | AT COST | $22,719 | $26,434 |
| PARNASSUS MID CAP FUND | AT COST | $16,391 | $17,744 |
| STANDARD LIFE INSURANCE | AT COST | $399,610 | $524,679 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DECREASE IN PERM. RESTRICTED FUND | Desc |
| Amt | $42,043 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| EXPENSES | ||
| PREMIUMS | $8,772 | $8,772 |
| PROMOTIONAL EXPENSE | $1,508 | $1,508 |
| OTHER EXPENSES | $125 | $125 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| ACORN FIXED DISTRIBUTABLES | $43,055 | $49,652 |
| ACORN VARIABLE DISTRIBUTABLE | $21,849 | $34,080 |
| CUSTOM FUND DISTRIBUTABLE | $160 | $423 |
| EVERGREEN ENDOWMENT FUND DISTRIBUTAB | $1,190 | $1,708 |
| BIRTHDAY CLUB PAYABLE | $333 | $340 |
| OTHER DISTRIBUTABLES | $187,813 | $215,265 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShortGrp
Organization501c3 Name Organization501c3Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OREGON GARDEN NOTE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | $5,000 | BalanceDueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $904 | Amt |
| Net Investment Income | $904 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $136 | Amt |
| Net Investment Income | $136 | NetInvestmentIncomeAmt |
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